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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,221 | $213,785+9.1% | $185,441+25.8% | $155,188+50.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 12.27% | 19.97%-7.7pp | 20.16%-7.9pp | 148.84%-136.6pp |
| Employer contribution / active EE | $29,698 | $5,393+450.7% | $4,672+535.6% | $4,248+599.2% |
| Participant deferral / active EE | $3,340 | $6,864-51.3% | $6,152-45.7% | $6,531-48.9% |
| Admin fee / account holder | $5,621 | $21,134-73.4% | $17,890-68.6% | $14,480-61.2% |